Occidental Asset Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Occidental Asset Management, LLC
- $616 Million
- Q3 2024
A detailed history of Occidental Asset Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Occidental Asset Management, LLC holds 6,218 shares of UMAR stock, worth $223,350. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,218
Previous 6,218
-0.0%
Holding current value
$223,350
Previous $209,000
3.35%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding UMAR
# of Institutions
59Shares Held
2.04MCall Options Held
0Put Options Held
0-
Advance Capital Management, Inc. Southfield, MI487KShares$17.5 Million1.01% of portfolio
-
Mgo One Seven LLC Beachwood, OH279KShares$10 Million0.43% of portfolio
-
Brookstone Capital Management130KShares$4.67 Million0.08% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH97.7KShares$3.51 Million0.05% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH96.7KShares$3.47 Million0.29% of portfolio